Frequently Asked Questions | Ellevest Help Center home page
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  • Getting Started

    About Ellevest and the services we offer.

  • Your Membership Account

    Membership plans, billing, and account setup.

  • Deposits, Withdrawals, and Transfers

    How to move money into, out of, and between your Ellevest accounts, and help with retirement rollovers and transfers.

  • Investing With Membership

    Understanding and managing your Ellevest investment accounts, including retirement. Also, tax info and documents.

  • Banking With Membership

    The Ellevest Save and Spend accounts

  • Learning and Educational Resources

    How to access learning resources, common personal finance and career questions, and some handy definitions.

  • Coaching and the Ellevest Store

    Money coaching, digital gift cards, and navigating the Ellevest Store.

  • Private Wealth Management

    About Ellevest Private Wealth Management’s services and online account system.

  • More About Ellevest

    The Ellevest app, our community and company, and how to get in touch.

Frequently Asked Questions | Ellevest